In export, make a Sort Key available without constituent ID as part of field

Want to be able in one step to have a field which when records sorted on gives me:
Alcott, Sam
All Weather Roofing
Allen, Fred.
Essentially a Sort Key without the constituent ID as part of the field or Sort Name output not in all caps. We almost always want lists in alpha.
Name field in Export is formatted for First Name Last Name.

Currently have to export org name and and addressee format of Last Name, First Name and then cut and paste to combine these fields into one field.

  • Guest
  • Dec 5 2012
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  • Guest commented
    March 18, 2016 00:48

    We use sort name, but you're right, it's in all caps. We then use formatting to proper case it. Eh, takes a few steps - an option to format in all caps or proper case would def be preferable.

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  • Guest commented
    March 18, 2016 00:48

    Export Sort Name - it is the format you want - just happens to be all caps. Then you can use PROPER formatting in Excel to change it to be Proper Case.

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